A month has gone by since the last earnings report for Oracle (ORCL) . Shares have added about 17.6% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Oracle due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers.Oracle Q4 Earnings Beat Estimates, Revenues Rise Y/YOracle reported ...

图片来源： Unsplash 格拉斯哥此前已在金融领域深耕十五年，曾效力于富达投资、 Union Square Advisors 等机构。当他 在 Adobe 的上司离职去执掌 Accel 投资的 Invoice2go 时，他也随之加入。不到一年后的 2021 年秋 天， Bill.com 以约 6.25 亿美元收购了 Invoice2go 。 格拉斯哥最终不仅获得了资金，还萌生了创办自己公司的想法 ——这家公司将自动化处理财务中的 繁琐工作，如账单支付对账、收入预测，以及他在 Invoice2go 交易中发现的并购尽职调查环节。 2023 年，他创立了 Campfire ，旨在用 LLM 驱动的解决方案颠覆 NetSuite 等上世纪 90 年代的企业 资源规划会计软件（ ERP ）。 Campfire 能自动分类并核对 AWS 云计算账单，根据自然语言指令生成详细的现金流量分析、图表和 问题解答。 " 我们有个客户拆掉 NetSuite 换上 Campfire 后，月度结账周期从 15 天缩短到了 3 天， " 他谈及每 月账务终审时这样说道。 AI 会计初创公司 Campfire 于 6 月 30 日 ...

在华尔街分析师更加看好甲骨文云业务爆发之际，甲骨文又宣布签署多项大型云服务协议，其中一项预计可以一年给公司带来 超过300亿美元的收入。股价周一大涨，冲向历史新高。 美东时间6月30日周一披露的递交美国证监会（SEC）文件显示，甲骨文CEO Safra Catz在公司内部会议上表示，甲骨文在始于自 然年2025年6月1日的公司"2026财年开局强劲，多云数据库收入继续保持超过100%的增速。" 据上述文件，Catz在周一的公司会议上透露，甲骨文"签署了多项大型云服务协议"，而且，从2028财年开始，其中一项重大的新 协议预计将为甲骨文"贡献超过300亿美元年收入"，标志着公司云业务发展的重要里程碑。 Catz强调，甲骨文的多云数据库收入持续保持超过100%的增长率，显示出强劲的市场需求。不过，公司表示这些新签署的协议 不会影响2026财年的业绩指引。 上述披露进一步证实了甲骨文在人工智能（AI）时代云基础设施市场的竞争优势。 在CEO确认签下大单后，甲骨文股价大涨，美股盘前即涨超7%，美股盘初更是一度涨超8%，早盘涨幅收窄到5%以内，仍有望 刷新6月24日所创的收盘最高纪录。 Stifel分析师转向看涨 目标 ...

New SuiteApp for Field Service Management Meets Oracle NetSuite SuiteCloud Platform Development Standards and Best Practices LOS ANGELES, June 24, 2025 (GLOBE NEWSWIRE) -- ServiceTitan (Nasdaq: TTAN), the software platform that powers the trades, today announced that its SuiteApp has achieved the 'Built for NetSuite' status. The new SuiteApp, built using the Oracle NetSuite SuiteCloud Platform, helps enterprise, commercial service, and construction contractors further streamline workflows, enhance financial ...

Core Insights - Oracle has launched the Oracle Defense Ecosystem, a global initiative aimed at enhancing the delivery of defense and government technology innovation, focusing on national security and the integration of cloud and AI technologies [1][2] - The initiative addresses challenges faced by national security teams in accessing advanced technologies due to complex procurement processes and strict qualification standards [2] Group 1: Oracle Defense Ecosystem Overview - The Oracle Defense Ecosystem aims to create new opportunities for defense innovators by leveraging Oracle's cloud and AI technologies [1] - Initial members of the ecosystem include companies such as Arqit, Blackshark.ai, and Nokia Federal Solutions, among others [1] Group 2: Benefits for Members - Members can access Oracle's sales support to develop tailored solutions for the global defense industry [5] - The ecosystem provides access to Palantir's software platform for operational and product development support [5] - Members can utilize the Oracle Cloud Marketplace for global solution availability and continuous integration [5] - Dedicated executive advisors will assist members with defense technology and procurement expertise [5] - The ecosystem facilitates accelerated compliance with Cybersecurity Maturity Model Certification (CMMC) and Secure Cloud Computing Architecture (SCCA) [5] - Members will benefit from preferred pricing for Oracle NetSuite's AI-powered business management suite [5] - Access to secure office space and training credits from Oracle University is also available for members [5]

甲骨文砸钱推新 助力小企业对接国防部技术销售 订阅人工智能动态 +订阅 金十数据6月17日讯，据华尔街日报报道，甲骨文(ORCL.N)正在推出一个项目，该公司称此项目将助力 供应商更便捷地向美国国防部销售包括人工智能在内的技术。甲骨文主权云副总裁Rand Waldron表示， 这个名为 "甲骨文国防生态系统"（Oracle Defense Ecosystem）的项目，旨在帮助规模较小的公司突破向 国防部销售技术时通常面临的难题 。甲骨文表示，参与该项目的供应商可使用甲骨文的办公场地，还 能借助其专业知识应对五角大楼的采购流程。参与者还能享受数据挖掘公司Palantir Technologies的云和 人工智能平台以及甲骨文NetSuite商业软件的折扣。项目初期，成员公司数量将不到12家，包括人工智 能公司Blackshark.ai和SensusQ、分析公司Metron以及量子安全公司Arqit。甲骨文称，成员公司无需为 参与项目付费，因这家科技巨头会提供资金支持。 ...

June 12, 2025 09:09 PM GMT Software | North America Is AI Catalyzing an Oracle Back- Office Supercycle? Accelerating growth at Oracle Fusion and NetSuite catalyzed by AI suggest the Back-Office Supercycle is broadening out beyond just the SAP ecosystem, giving us incremental confidence in our high-conviction Overweight calls within our Office of the CFO coverage group (BL, OS, & VERX). Oracle (covered by Keith Weiss) reported a better-than-expected F4Q25 (4Q25 Results – Thinking Big (June 12, 2025)), especi ...

大摩分析师认为，甲骨文强劲的财报表明，后台办公超级周期正从SAP生态系统扩展至更广泛的ERP云市场。 据追风交易台消息，摩根士丹利分析师在6月12日的报告中表示，AI正成为企业后台办公系统升级的强劲催化剂。 此前财报显示，甲骨文2025财年第四季度业绩超出预期，特别是在SaaS云应用方面表现突出。Fusion ERP同比增长从此前的18% 加速至22%，增幅达4个百分点；NetSuite ERP同比增长从17%提升至18%，增长1个百分点。管理层预期云应用增长率在2026财年 将进一步加速。 摩根士丹利的CIO调研数据显示，利用AI能力是推动首席信息官将ERP平台升级到云端的主要催化剂。具体调研结果显示：数字 化转型占82%，通过替换传统流程实现更高运营效率/成本节约占61%，利用AI能力占48%，本地供应商生命周期截止日期占 34%。 甲骨文CEO Safra Catz在财报电话会议中强调，企业对AI能力的需求正在推动客户从本地部署产品升级到云端，因为所有AI功能 只在云端提供。这与SAP CEO Christian Klein在一季度财报电话会议中提到的相似动态形成呼应。 摩根士丹利认为，甲骨文财报表明， ...

Key Takeaways Oracle stock jumped over 7% after Q4 earnings beat expectations and raised the annual revenue forecast. ORCL's cloud infrastructure revenues surged 52% as AI demand drives accelerating growth. Total cloud revenues are expected to grow more than 40% in fiscal 2026 with increased capex.Oracle (ORCL) stock rose more than 7% in extended-hours trading after the company reported its fourth-quarter fiscal 2025 earnings, wherein both top and bottom lines beat the Zacks Consensus Estimate. Oracle als ...

Q4 Remaining Performance Obligations up 41% to $138 billion Q4 GAAP Earnings per Share $1.19, non-GAAP Earnings per Share $1.70 Q4 Total Revenue $15.9 billion, up 11% Q4 Cloud Revenue (IaaS plus SaaS) $6.7 billion, up 27% Q4 Cloud Infrastructure (IaaS) Revenue $3.0 billion, up 52% Q4 Cloud Application (SaaS) Revenue $3.7 billion, up 12% Q4 Fusion Cloud ERP (SaaS) Revenue $1.0 billion, up 22% Q4 NetSuite Cloud ERP (SaaS) Revenue $1.0 billion, up 18% FY 2025 Total Revenue $57.4 billion, up 8%AUSTIN, Texas, J ...